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Dec 05 2020

Wall Of Worry?!?

  • Dec 5, 2020

Many pundits argue that sky-high valuations on stay-at-home stocks “prove” equity investors somehow remain fearful. It’s a nuanced, short-term argument, and there’s merit to it: We’d argue such fears have produced terrific relative values among “SMID” Cap stocks. 


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager